401(k) · DOL Form 5500 · 2023

Wolfsdorf Rosenthal LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
137
Participants Small participant base
53rd
Percentile by assets National rank
$55,475
Avg per participant Low balance/head
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Official DOL plan name: Wolfsdorf Rosenthal LLP Profit Sharing Plan · Sponsored by Wolfsdorf Rosenthal LLP · California · Professional & Technical Services

$8M in assets, 137 participants

Wolfsdorf Rosenthal LLP's Wolfsdorf Rosenthal LLP Profit Sharing Plan reported $8M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,387 in Professional & Technical Services (20,321 peers)

Coverage in California

Wolfsdorf Rosenthal LLP Profit Sharing Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,387
in Professional & Technical Services (20,321 peers)
+27.3%
assets growth YoY

Wolfsdorf Rosenthal LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wolfsdorf Rosenthal LLP Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,600,091 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wolfsdorf Rosenthal LLP Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolfsdorf Rosenthal LLP Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolfsdorf Rosenthal LLP Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wolfsdorf Rosenthal LLP Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wolfsdorf Rosenthal LLP Profit Sharing Plan reported participants rose from 121 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464349579 · Wolfsdorf Rosenthal LLP PY 2023 · 401(k)

Wolfsdorf Rosenthal LLP Profit Sharing Plan · $8M · 137 · 53rd

  • EIN $8M
  • RANK 137
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Fmc Profit Sharing Plan and Trust
  • 5500 ind #10387

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Wolfsdorf Rosenthal LLP Profit Sharing Plan in the asset neighbourhood

Wolfsdorf Rosenthal LLP Profit Sharing PlanWolfsdorf Rosenthal LLP Prof…$8MFmc Profit Sharing Plan and TrustFmc Profit Sharing Plan and …$8MNew York Cruise Lines Retirement and 401(k) PlanNew York Cruise Lines Retire…$8MNorthern Illinois Food Bank Retirement Savings PlanNorthern Illinois Food Bank …$8MNorthland Forest Products, Inc. Employees Profit Sharing Retirement PlanNorthland Forest Products, I…$8M
End-of-year total assets ($M) among Wolfsdorf Rosenthal LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN464349579
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolfsdorf Rosenthal LLP)

Sponsor-wide plan assets over time

All Wolfsdorf Rosenthal LLP plans reported in each filing year

Latest sponsor-wide plan assets
$10M 63.845665729325184% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.97M $9.78M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 121 $6M
2023 1 137 $8M
2024 1 132 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wolfsdorf Rosenthal LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wolfsdorf Rosenthal LLP Profit Sharing Plan, Total assets ($B): 0.007600091 · Participants: 137Wolfsdorf Rosenthal LLP Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wolfsdorf Rosenthal LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wolfsdorf Rosenthal LLP Profit Sharing Plan side-by-side with 3 peers →

Wolfsdorf Rosenthal LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fmc Profit Sharing Plan and Trust in FL ($8M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wolfsdorf Rosenthal LLP Profit Sharing Plan assets move in 2023? ▼
Wolfsdorf Rosenthal LLP Profit Sharing Plan grew sharply - up 27.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Wolfsdorf Rosenthal LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolfsdorf Rosenthal LLP's sponsor-wide assets grew 63.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Wolfsdorf Rosenthal LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fmc Profit Sharing Plan and Trust in FL ($8M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Wolfsdorf Rosenthal LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464349579.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.